WEO

William E. Oberndorf Portfolio holdings

AUM $90.5M
1-Year Est. Return 30.93%
This Quarter Est. Return
1 Year Est. Return
+30.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.2M
AUM Growth
+$2.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$3.3M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 81.86%
2 Consumer Staples 18.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$11.9M 65.22%
358,235
2
$3.3M 18.14%
+54,000
3
$3.03M 16.64%
20,000